ADVISOR BIO

Maria Isabel Cancel is an investment advisor representative with Citigroup Global Markets Inc. Maria has been working in the industry since September 1996. Maria is registered with the state of Florida and has been registered with the state of Florida since May 2007. Maria holds the following licenses: Series 63, Series 65, Series 7 and SIE.

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ADVISOR BIO

Maria Claudia Li is a financial advisor who has been in the industry since 2002. Maria is currently registered with Morgan Stanley and is licensed in Florida and Texas. Maria has previously worked for WELLS FARGO CLEARING SERVICES, LLC, HSBC SECURITIES (USA) INC. and HSBC BROKERAGE (USA) INC. Maria has experience providing financial planning, pension consulting and educational seminars. Maria is licensed to provide investment advice to individuals, businesses, investment companies and charitable organizations.

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ADVISOR BIO

Maria Kattan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Maria has been in the industry since January 24, 1987. Maria holds the Series 63, Series 7, and SIE licenses. Maria has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since September 1994. Maria has experience providing investment advice to corporations, individuals, insurance companies, pension and profit sharing plans, charitable organizations, and high-net-worth individuals.

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ADVISOR BIO

Maria Alejandra Fernandez is an investment advisor representative with Ameriprise Financial Services, LLC based in Miami, FL. Maria is registered with the state of Florida. She has been in the securities industry for over 5 years, holding licenses for Series 66, Series 7TO and SIE. Her specializations include asset allocation, financial planning, portfolio management for businesses and individuals, and pension consulting. Maria also offers educational seminars and publications.

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ADVISOR BIO

Maria Elisa Leon valero is an active investment advisor representative, registered with FINRA and the state of Florida. Maria Elisa has been in the industry since November 8, 2021, and is currently employed by J.p. Morgan Securities LLC in Miami, FL. Maria Elisa holds Series 66, Series 7TO and SIE licenses.

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ADVISOR BIO

Maria Paula Patino diaz is a registered investment advisor representative with Citigroup Global Markets Inc. Maria has been in the industry since 2002. Maria has a Series 31, Series 7, and SIE license. Maria holds a combined state law license and is also registered in 24 states and Puerto Rico. Maria is associated with the Miami, FL office of Citigroup Global Markets Inc. Prior to joining Citigroup Global Markets Inc. in 2007, Maria worked at CITICORP INVESTMENT SERVICES and ABN AMRO FINANCIAL SERVICES, INC.

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ADVISOR BIO

Maria Christina Sousa is a financial advisor with UBS Financial Services Inc. in Miami, Florida. Maria has been in the securities industry since 1988 and has extensive experience working with a wide range of clients. Maria specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Maria is also registered with the state of Florida as an investment advisor representative. In addition to her work at UBS, Maria is also an artist and enjoys painting in her free time.

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ADVISOR BIO

Maria Dela cruz Viteri is a financial professional with over 25 years of experience in the financial services industry. Maria is currently registered with Equitable Advisors, LLC in Florida and New Jersey and has held previous registrations with The Equitable Life Assurance Society of the United States in New York. Maria is a Series 6, 7, 63, and 65 licensed professional with a strong background in financial planning, portfolio management, and insurance sales.

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ADVISOR BIO

Maria Cristina Velasquez is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC in Miami, FL. Maria has been in the financial services industry for 19 years and has experience with a variety of financial products and services. Maria has passed several industry exams, including the Series 7, Series 63, Series 65, Series 31, and Series 99. She is also a Registered Options Principal and holds a Series 10 and Series 9 license. Maria has previously worked with Truist Investment Services, Inc., Wells Fargo Clearing Services, LLC, Wachovia Securities Financial Network, LLC, Morgan Stanley DW Inc., and Wallstreet Electronica, Inc.. Maria offers investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors. She can assist clients with portfolio management for businesses and individuals. Maria is currently registered with FINRA and is approved to conduct business in Florida, Georgia, and other states.

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ADVISOR BIO

Maria Isabel Gonzalez is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Maria Isabel Gonzalez has been in the industry since August 23, 1983. She is currently registered in Florida and Texas. Maria Isabel Gonzalez is a member of FINRA and has passed the Series 7, Series 63, Series 65 and SIE exams. She is also registered with several state securities regulators. Maria Isabel Gonzalez's specializations include stocks, bonds, mutual funds, variable annuities, and retirement planning. She has over 40 years of experience in the financial services industry.

SPECIALIZATIONS